Case Study: Ozark Motor Lines achieves stronger family business planning and employee benefits with Ameritas

Ozark Motor Lines builds 58-year family business planning with Ameritas

Ozark Motor Lines, a family-owned trucking transportation company, faced the challenge of creating a comprehensive financial strategy for business, estate, and employee benefits planning to ensure its long-term success and smooth generational transition. They engaged the vendor Ameritas, through their partner UCL Financial Group, for services including life insurance and small business retirement planning.

The solution implemented by Ameritas and UCL Financial Group included small business estate planning, business planning with life insurance, succession planning, and a robust employee benefits program. This resulted in a strong 401(k) plan that significantly aided in recruiting and retaining drivers in a competitive industry. The long-term partnership provided consistent expertise and institutional knowledge, helping Ozark Motor Lines protect and grow its family business across multiple generations.

Ozark Motor Lines